Eligibility for booking reassignment

Booking reassignment allows you to reassign a booking to a different team member in your organization. To reassign a booking, simply open the booking from the Activity stream and select Reassign booking from the action menu. Learn more about reassigning bookings

This article details the rules and requirements governing Booking reassignment.

Which bookings can be reassigned?
Booking reassignment is supported for one-on-one meetings when the Booking page is either not connected to any Calendar or connected to Google Calendar. In addition, the User must be a ScheduleOnce Administrator. 

In specific Booking scenarios, you won't be able to see the Reassign booking action in the Details pane of the activity. The following scenarios are not supported by Booking reassignment:

  • The scheduling status is No-show, Canceled, Completed, or Requested.
  • The Booking page is connected to Outlook, Office 365, Exchange, or iCloud Calendars.
  • The booking is a Group session, Session package, or a single session that is part of a Session package. 

Which Booking pages can receive a reassigned booking?

When reassigning the booking, you select the Booking page to which you would like to reassign the booking. The Booking pages available for reassignment follow the rules below:

  • The Booking page is not connected to any Calendar or connected to Google Calendar.
  • The Scheduling options are set to one-on-one meetings. 
  • The Booking page cannot accept bookings due to a system error.

Note The availability of the Booking page at the designated meeting time is indicated during the Booking reassignment process to help you make an informed decision. You can reassign a booking if a Booking page is available or busy at the meeting time. 

How does booking reassignment work with web conferencing integration?

Booking reassignment is supported for GoToMeeting and Zoom integrations. When a booking is reassigned from one Booking page to another, and both are connected to the web conferencing solution, the event ownership is updated automatically in the third party app. All future User and Customer notifications will include the updated GoToMeeting details. Note that Booking reassignment does not support WebEx integration

Note If the original and target Booking pages are not connected to the same web conferencing solution, the Web conferencing solution will not be updated automatically and you will need to inform your Customer regarding the future location details.  In this case, subsequent Customer notifications will not include location details.

How does booking reassignment work with other meeting locations?

When the Booking page is set to a physical or virtual (Other) location, the booking can be reassigned but the location will not be updated for the reassigned booking. You will need to inform your Customer regarding the future location details. In this case, subsequent Customer notifications will not include location details.

How does booking reassignment work with CRM integration?

Booking reassignment is supported for Salesforce and Infusionsoft integrations. When a booking is reassigned from one Booking page to another, and both are connected to the same CRM solution, the event ownership is updated automatically in the third party app. 

  • In Salesforce, the Event status field will be updated to either: “Scheduled (Reassigned by User),” or “Rescheduled (Reassigned by User),” depending on the booking lifecycle.
  • In Infusionsoft, specific booking lifecycle tags will be automatically added to Contact records and will indicate if a booking has been reassigned. 

Note If the original and target Booking pages are not connected to the same CRM solution, the third party app will not be updated automatically and you will need to update the app manually. 

Was this article helpful?
Thank you for your feedback!